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The world’s libraries. Connected. A mega-regional perspective on print books in Southern California libraries SoCal Constance Malpas OCLC Research [email protected] Shared Print Collections Southern California Mega-Region Meeting 14 December 2012 - UCLA - Bob Kieft, convener

A Mega-regional Perspective on Print Books in Southern California Libraries

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Slides prepared as discussion document for meeting convened by Bob Kieft (Occidental College) and hosted by UCLA, focused on a regional print management strategy in Southern California. Attendees included library directors from academic libraries throughout Southern California.

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Page 1: A Mega-regional Perspective on Print Books in Southern California Libraries

The world’s libraries. Connected.

A mega-regional perspective on print books in Southern California libraries

SoCal

Constance MalpasOCLC Research

[email protected]

Shared Print Collections Southern California Mega-Region Meeting

14 December 2012 - UCLA - Bob Kieft, convener

Page 2: A Mega-regional Perspective on Print Books in Southern California Libraries

The world’s libraries. Connected.

• Geographic area defined by high level of

economic integration underpinned by robust

supporting infrastructure (transportation, logistics,

etc.)

• Anchored by one or more urban agglomerations

• High concentration of educational and cultural

organizations, a center of gravity for the ‘creative

class’

What we mean by ‘mega-region’

Page 3: A Mega-regional Perspective on Print Books in Southern California Libraries

The world’s libraries. Connected.

• An empirically derived framework (Richard Florida, et al.)

based on regional economic activity; mega-regions are a

‘natural unit’ for analysis

• Helps situate print management within broader networks of

economic exchange; builds on existing organizational

infrastructure and institutional interests

• Shared print management efforts being undertaken at

variable (and overlapping) scale; we have no objective

benchmarks for establishing appropriate scale of action

• For monographic literature especially, we believe a model

based on economic ‘flows’ is an appropriate choice

Mega-regions and print management

Page 4: A Mega-regional Perspective on Print Books in Southern California Libraries

The world’s libraries. Connected. OCLC Research, 2012

Page 5: A Mega-regional Perspective on Print Books in Southern California Libraries

The world’s libraries. Connected.

Print books in Southern California libraries

SoCal

21% of titles (4% of holdings) in North American print book collection

including more than 900K titles unique to SoCal

Regional print book collection

• 9,771,974 discrete titles (manifestations)

• 7,880,297 discrete works

• 1.24 manifestations per work on average

• 39,969,816 holdings in SoCal libraries

• 4.09 holdings per title on average

• Median age: 30 (i.e. published 1982)

OCLC Research, 2012

Page 6: A Mega-regional Perspective on Print Books in Southern California Libraries

The world’s libraries. Connected.

‘Density’ of print book holdings in SoCal

78%11%

8%

2%

0%

0% 10% 20% 30% 40% 50% 60% 70% 80%

<5 in region

5 to 9 in region

10 to 24 in region

25 to 99 in region

>99 in region

Percent of SoCal Print Books (holdings)

Ho

ldin

g L

ibra

ries in

So

Cal

OCLC Research, 2012

SoCal

Majority of titles held by <5 libraries in region

Page 7: A Mega-regional Perspective on Print Books in Southern California Libraries

The world’s libraries. Connected.

In sum: supply-side view of regional resource

EVIDENCE

•SoCal print book collection is the

sixth largest regional collection

in North America

•SoCal library holdings provide

coverage for about 20% of print

book titles in North America

OPINION

SoCal institutions will continue to rely

on access to, and preservation of

extra-regional book collections

Need to coordinate regional

management plan with other North

American partners

Page 8: A Mega-regional Perspective on Print Books in Southern California Libraries

The world’s libraries. Connected.

Intra-regional stewardship: institutional infrastructure

SoCal

774 holding library symbols in WorldCat

Type Percent of SoCal

population

School libraries 48%

Non-ARL academic libraries 19%

Special libraries 16%

Public libraries 10%

Other 5%

ARL libraries 2%** Institutions with stewardship mandate and preservation capacity

*( )

OCLC Research, 2012

Page 9: A Mega-regional Perspective on Print Books in Southern California Libraries

The world’s libraries. Connected.

Demand-side dynamics: inter-lending traffic

Lending Location

Requesting Location

Outside

North Ameri

can mega-region

s

Unknown locati

on (no zip

data)Bos-

WashCasca

diaChar-lanta

Chi-Pitts

Dal-Austi

n

Denver-

Boulder

Hou-Orlea

nsNorC

al

Phoenix-

Tucson SoCal

So-Flo

Tor-Buff-chest

erNorCal 18% 0% 9% 3% 2% 8% 2% 2% 1% 31% 1% 21% 1% 2%

SoCal 16% 1% 7% 3% 2% 7% 2% 2% 1%17% 2%41% 1% 1%

SoCal

OCLC Research, 2012

CY2010 Returnable Borrowing & Lending Activity (WCRS)

Percent of Returnable Requests Filled by Mega-region

41% of SoCal demand is fulfilled within the mega-region

Page 10: A Mega-regional Perspective on Print Books in Southern California Libraries

The world’s libraries. Connected.

https://maps.google.com/maps/ms?gl=us&ie=UTF8&oe=UTF8&msa=0&msid=116372932749076038893.00044700bc73cbe3a8198

Regional stewardship: cooperative infrastructure

Leveraging resource-sharing capacity on a regional scale

Page 11: A Mega-regional Perspective on Print Books in Southern California Libraries

The world’s libraries. Connected.

In sum: demand-side view of regional resource

EVIDENCE

•SoCal print book resource is a

vital part of regional information

economy

•SoCal resource delivers value

beyond the immediate region

OPINION

By more effectively surfacing

distinctive regional resources in

discovery systems, SoCal can

increase support for regional

stewardship; preservation of

‘redundant’ resources should be

informed by aggregate demand

Page 12: A Mega-regional Perspective on Print Books in Southern California Libraries

The world’s libraries. Connected.

Distribution of SoCal Print Books by Holding Library Type

25,876,93265%

11,600,84129%

2,492,0436%

Academic Public Other

OCLC Research, 2012

SoCal

N = 40M holdings

Majority of titles held by

academic libraries

Page 13: A Mega-regional Perspective on Print Books in Southern California Libraries

The world’s libraries. Connected.

Distribution of SoCal Print Books in Academic Libraries

OCLC Research, 2012

SoCal

37% of SoCal holdings

N = 26M holdings in SoCal academic libraries; 40M holdings in all SoCal libraries

27%of SoCal holdings

… mostly non-ARL libraries

Page 14: A Mega-regional Perspective on Print Books in Southern California Libraries

The world’s libraries. Connected.

OPINION

As mid-tier HEI seek to adapt to

competitive e-learning environment,

local investment in print management

is likely to decline; external

cooperative or commercial

strategies will be increasingly

attractive to academic administrators

In sum: institutional stewardship

EVIDENCE

•2/3rds of SoCal print book

collection is held by academic

libraries

• Most of these held by non-ARL

institutions with limited

preservation capacity or

mandate

Page 15: A Mega-regional Perspective on Print Books in Southern California Libraries

The world’s libraries. Connected.

Intra-regional stewardship: in the room today*

SoCal

1,796,497 7,329,672+ 715,426+969,884+

*excludes UoP and HNU, which fall outside SoCal zone

=

10.8M print book holdings

27% of SoCal regional resource

Page 16: A Mega-regional Perspective on Print Books in Southern California Libraries

The world’s libraries. Connected.

Extra-regional preservation capacity for SoCal print books

46%

82%

58%

75%

45%

33%

40%

63%

39%

62%

32%

OCLC Research, 2012

SoCal

9.8M titles

Percent of titles (manifestations) duplicated in other North American mega-regions

Page 17: A Mega-regional Perspective on Print Books in Southern California Libraries

The world’s libraries. Connected.

Digital preservation (HathiTrust) status of SoCal print books

SoCal

N = 9.8M titles (manifestations)

25%

OCLC Research, 2012

Range for other mega-regions:

19%-33%

Page 18: A Mega-regional Perspective on Print Books in Southern California Libraries

The world’s libraries. Connected.

OPINION

Given growing stewardship

expectations for ARL institutions,

investment in print preservation

should be reassessed in view of

growing digital preservation

infrastructure; regional efforts should

acknowledge inter-regional

dependencies

In sum: regional stewardship

EVIDENCE

• A preservation compact among

a small number of institutions

would secure a significant part of

the regional resource

• If comprehensive coverage is

desired, extra-regional

agreements may be needed

Page 19: A Mega-regional Perspective on Print Books in Southern California Libraries

The world’s libraries. Connected.

• SoCal print book collection is a vital regional resource

• It delivers value within the SoCal region

• It complements and enriches other regional collections

• Pressures on academic libraries will continue to destabilize current preservation ecosystem

• Strategic planning on a (mega-) regional scale is a reasonable place to start; it builds on existing infrastructure and networks of supply and demand

In conclusion